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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,283 | $202,342-82.1% | $172,753-79.0% | $152,909-76.3% |
| Participation rate | 76.9% | 87.1%-10.1pp | 82.6%-5.7pp | 82.5%-5.5pp |
| Annual return | 24.93% | 1029.88%-1004.9pp | 803.00%-778.1pp | 345.46%-320.5pp |
| Employer contribution / active EE | $496 | $5,857-91.5% | $5,144-90.4% | $4,764-89.6% |
| Participant deferral / active EE | $4,376 | $5,948-26.4% | $5,198-15.8% | $5,851-25.2% |
| Admin fee / account holder | $4,813 | $17,112-71.9% | $13,956-65.5% | $11,601-58.5% |